Pixie CRM guided video tutorial
Disable and restore a WhatsApp standard reply
Recorded live · 1:44 · English captions
Disable and restore a WhatsApp standard reply: live walkthrough
Configure and verify WhatsApp reply visibility
Appointments and communications overviewMore videos in this category · Read the matching instructions
Make a Pixie CRM WhatsApp standard reply inactive and restore it with live clicks. Save and reopen both availability states while retaining the existing reply settings.
Matching written guide · Download MP4 · English captions
The reply is fictional training content in the disposable workspace and is restored to Active by the end. The existing record is retained. No device is paired, no account access is granted and no customer message is sent.
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Video chapters
- 0:00 — Open the saved training reply
- 0:16 — Make the reply inactive
- 0:32 — Verify the saved inactive state
- 0:49 — Restore the reply to active
- 1:04 — Reopen and verify restoration
- 1:23 — Continue with related Pixie CRM tutorials
Read the video transcript
Manage the availability of a saved WhatsApp standard reply in Pixie CRM. Open Standard Replies and edit Website brief, marked as Training. Confirm its account and active state before changing availability.
Clear Active, then choose Save standard reply. This keeps the reusable wording while making the reply inactive. Confirm Inactive beside the same training title in the list. No message is sent by this change.
Reopen the same reply. Check that Active remains cleared, while the account, title, shortcut and sort order are retained. Inactive is an availability setting for this saved reply; it does not disconnect the WhatsApp account.
To restore the reply, select Active and save again. Confirm the Active label beside Website brief. You are reusing the existing record, so there is no need to create a duplicate reply.
Reopen Edit to verify that the active state was saved. The same reply retains its account, title, shortcut and order. Review and adapt any reusable response before using it in a real conversation. This training walkthrough sends no customer message.
Follow the written instructions
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